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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-20 |
Branch Locations
1301 19Th Avenue Northwest, Clinton, IA 52732 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steam Anchor Coffee Co. | Fulton | IA | 06/2016 | 08/2019 |
| Hyvee | Clinton | IA | 06/2016 | 06/2017 |
| Citizens First Bank | Clinton | IA | 08/2019 | 11/2023 |
| Wpf Wealth Management | Clinton | IA | 12/2023 | Present |
| Ausdal Financial Partners, Inc | Davenport | IA | 12/2023 | 07/2026 |
| Lpl Financial Llc | Clinton | IA | 07/2026 | Present |
1. 07/2026 - WPF WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 100 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/21/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-29 |
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